Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,584 | $62,166-21.8% | $81,353-40.3% | $74,459-34.8% |
| Participation rate | 97.2% | 64.1%+33.2pp | 69.5%+27.7pp | 67.2%+30.0pp |
| Annual return | 15.63% | 16.50%-0.9pp | 24.82%-9.2pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $936 | $1,881-50.2% | $2,464-62.0% | $2,626-64.3% |
| Participant deferral / active EE | $3,144 | $3,223-2.5% | $3,885-19.1% | $4,350-27.7% |
| Admin fee / account holder | $180 | $1,925-90.6% | $5,766-96.9% | $1,945-90.7% |